When information needs to be routed through the credit union and/or tracked - or reports or extracts are needed - a custom form is the way to go. And although it's not intended to replace imaging, member signatures can also be captured (for a wire, for instance).
- Prompt for numbers, dates and other special responses.
- Collect text/freeform responses.
- Tasks can automatically be created and assigned when form is submitted.
- Rules can be easily created with an onscreen tool to determine other prompts or special actions.
- Form submissions are routed based on rules.
- Detailed instructions can be provided onscreen to employee(s) completingfulfulling the submission.
- Create recurring forms.
- Exports can be generated for auditing purposes.
- Forms can be shared with other SimplifyIT clients.
For the sake of simplicity, form submissions are combined with submissions in the help desk to provide a one-click stop for resolving and fulfilling requests.